Getting Started Guide

How do I update my payment details in Formitize?
To update your payment information, they can be found in Web Portal > Settings Cog > Company Profile > Payment Details. Note: This updates your...
Tue, 30 Jun, 2026 at 11:55 AM
How can I use Reminders?
Reminders are a good way to maintain communication with both Formitize Users in your account, as well as client contacts, so that everyone is aware of anyth...
Wed, 2 Jul, 2025 at 2:14 PM